After ten years of crypto trading, Bitcoin has finally learned to sell burritos instead of pump prices

The biggest story to watch today isn’t on the charts: 219 businesses in Arizona are now accepting Bitcoin at the register. From burrito shops to soda stands, you can actually pay for lunch with BTC. Meanwhile, the price is still grinding above $80,000. This piece of good news may have gone unnoticed by the market, but it’s already showing up on the POS systems of brick-and-mortar businesses.

I’ve said it for a long time: payments are the most undervalued part of Bitcoin’s story. ETF money flowing in and out is, at its core, just chips changing hands in a casino. Letting an ordinary person buy lunch with crypto—that’s a real step forward for the asset. The logic is simple: every new merchant means a little less selling pressure. The math works no matter who does it.

Capital is also circling back to find stories along this same line. LTC is at $59.91, and ADA is holding at $0.22. Sentiment around these two old-school payment coins has clearly changed from last month. After spinning the wheel on high-volatility trades, speculative money is starting to look for stories that can become reality. The first to build out real-world merchant use cases will be the first to leave the pure-speculation table.

Old Ma’s puppy 🐶 gets it too: shouting in a group a thousand times is no match for showing up at the checkout counter once. The market can be argued over every day, but coins you can actually spend have real staying power.

Over the next week, I’ll keep an eye on Arizona’s list and see whether it keeps growing or stalls here. The answer will reveal itself in time.

🐶 Let’s check out Old Ma’s puppy together ✨🚀